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Financial planning

Flow FP's Block Woman Contemplates the Shell Game

Protect Your Tax Return from The Bad Guys (No, Not the IRS)

A client recently told me a harrowing story of how his employer had accidentally leaked personal information about every employee to some Nefarious Agents. My client went right home and
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How Much Money Do You Need?

Our clients are in their 20s, 30s, and 40s. They’re all well paid. Many have gone through big liquidity events (read: IPO) that have dumped a big Bucket O’Money™ in
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How Could the House and Biden Tax Proposals Affect You? What Should You Do Before Year’s End?

Have you been hearing a lot about the tax proposals coming out of Washington D.C.? First it was President Biden’s back in April. In early September, it was the House
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Maybe want to have kids some day? Start thinking about your fertility now. No, it’s not too early.

Infertility impacts 1 in 8 women in the United States, and treating infertility can quickly become costly. Since Flow Financial Planning primarily works with early-to-mid-career women who are often grappling
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Reflections on 5 Years of Flow

In May 2020, just a couple months into quarantine, I wrote in my Reflections on 4 Years of Flow: The pandemic and the associated economic chaos might well be the
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What Can You Negotiate For? Pretty Much Anything. What SHOULD You Negotiate For?

Did you just get a job offer? Or are you “levelling up,” as the kids say, in your current job? Let us pause a moment and think about what exactly
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What Women in Tech Need to Know about the Recent Stimulus Package

As you might be aware, in late December 2020, the president signed into law another round of economic stimulus. In March 2020, we had the CARES Act. Now we have
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Meg’s Musings: The Unknown

Welcome back to another round of Meg’s random thoughts of the last few months. I hope you enjoy.
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6 of one, half-a-dozen of the other

Reasonable but Arbitrary: The Best You Can Do with Many Financial Decisions.

Have you ever had questions like these about your own finances? Wondered how to figure out the answer? How much should I save for retirement? When should I exercise my
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FLow FP's block woman admires her beautiful 4th anniversary cake.

Reflections on Four Years of Flow.

Every year for Flow’s May 9 anniversary, I write a retrospective. (I also have a dinner of champagne and pan-seared halibut, but that is mostly beside the point.) Flow’s fourth
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